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Trust & Estate Services
You want control of your future, to pass down a legacy and provide for the people you care about. PNC Wealth Management® can help make it happen with experienced trust and estate administration, wealth and estate services, objective guidance and creative thinking.
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Our Approach
Serving as a fiduciary for you and your family, PNC Wealth Management is known for administering complex estates, multi-generational trusts, and providing asset management services. As a Trustee, PNC Bank brings an extensive array of professional advisors to address all aspects of the management and administration of a trust, in compliance with the terms of the governing document and the decedent’s wishes. When administering an estate, PNC’s professionals help reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.
Transfer Your Wealth & Leave a Legacy
Wealth strategy plays an important role in safeguarding your family or business, avoiding unnecessary taxes, and ensuring that your legacy will continue. Our PNC Fiduciary Advisors and your PNC Wealth Strategist will partner with your attorney and tax planner to design and execute customized plans that can help you achieve a careful balance of control and flexibility, shaping your family’s future while responding to its changing needs. Your PNC Advisors can assist you with:
- Evaluating insurance needs
- Protecting your assets
- Planning for taxes
- Transferring wealth and gifting
- Developing a business succession plan
Our Solutions
Experience in Implementing Trust Solutions
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, your PNC Fiduciary Advisors will work with your attorney, accountant and other outside advisors, as well as a PNC Wealth Strategist to provide advice and help to implement an appropriate trust strategy to meet your specific needs, including:
- Asset Protection Trusts
- Dynasty Trusts
- Revocable or Irrevocable Trusts
- Charitable Remainder Trusts
- Custody Services
- Estate Settlement Services
Comprehensive Trust & Estate Services
As a national bank, PNC can administer trusts and estates in all jurisdictions. Additionally, we offer a range of creative and flexible trust solutions through our PNC Delaware Trust Company and PNC Ohio Trust Company, including Asset Protection Trust and Dynasty Trust Services. Working with clients and professional advisors throughout the United States, we can help you and your family achieve many important financial goals during your lifetime and secure a legacy for your descendants. No matter what state you reside in, the following trusts are available to you:
- Delaware Asset Protection Trusts
- Directed Trust Planning Services
- Ohio Asset Protection Trusts
- Dynasty Trusts
Case Studies
I want to create a trust for my family through the PNC Ohio Trust Company, but I am concerned about the tax implications that come with gifting.
Our children and grandchildren feel uncomfortable discussing our estate plan - how can we approach this sensitive topic?
My family does not know the extent of my wealth. I would like to start a trust for them and I don’t know where to begin.
Insights to Guide Your Path
Transferring Family Wealth
A Window of Opportunity: Taking Advantage of Low Interest Rates
When developing your family’s wealth transfer strategy, always consider how low interest rates can make a number of strategies even more effective.
6 min read
Transferring Family Wealth
Discovering Family Values: A Key to Successful Wealth Transfer
The ability to identify common family values and align them with long-term goals is a key characteristic of many families that successfully transfer wealth through the generations. Below we explore ways to clarify shared values and integrate them with four common principles that support successful multigenerational succession.
6 min read
Transferring Family Wealth
When Trusts Terminate: Preparing for a Windfall
Beneficiaries of terminating trusts often have a number of opportunities available to them. Learn what to expect and how to prepare for your financial windfall.
7 min read
Putting You First
Our Commitment. Your Legacy.
Earning the privilege to be your trusted advisor is not something we take lightly. So no matter where you are in life, we are committed to helping you make decisions today that will shape the future you want tomorrow.
Important Legal Disclosures and Information
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.
Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.
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